Private Equity Consultant

Private Equity Consultant

Requirements

• Experience at an insurance brokerage with corporate and/or global accounts.
• 3+ years of experience in a Due Diligence/Private Equity role or demonstrated experience with clients considering M&A in an insurance broking context.
• Strong communication and negotiation skills.
• Ability to build and maintain relationships with diverse stakeholders.

Responsibilities

• Cultivate a deep understanding of clients’ strategic priorities, risk strategies, and risk management needs to advise on potential risks associated with transactions.
• Recognize typical business problems faced by clients and/or targets and leverage our service platform across all disciplines to provide effective solutions.
• Utilize substantial risk expertise and knowledge of the industry and insurance marketplace to review target company exposures and loss experience, developing solutions for moderately complex client needs.
• Prepare, deliver, and communicate due diligence reports to appropriate parties.
• Coordinate with clients’ other diligence advisors on findings or gaps in coverage that materially impact other workstreams.
• Partner with internal and external teams to negotiate and evaluate quotes from carriers, presenting evaluations and recommendations to clients.
• Build and maintain relationships with clients and target companies, serving as the primary point of contact for due diligence-related and deal needs throughout the transaction process.
• Develop relationships with private equity firms, law firms, accounting firms, investment banks, and financial institutions to leverage future business opportunities.

Preferred Qualifications

• BS/BA in business, management, insurance, or a related field.
• Professional qualification (Actuarial, ACA, ACCA, CFA, or equivalent).
• In-depth understanding of investment manager operations and market participants.